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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,203 | $158,852-7.3% | $121,220+21.4% | $135,380+8.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.77% | -0.64%-7.1pp | 16.94%-24.7pp | 519.81%-527.6pp |
| Employer contribution / active EE | $2,194 | $5,666-61.3% | $4,023-45.4% | $4,779-54.1% |
| Participant deferral / active EE | $6,088 | $4,006+52.0% | $3,345+82.0% | $5,609+8.5% |
| Admin fee / account holder | $4,528 | $6,515-30.5% | $5,021-9.8% | $10,828-58.2% |